Unit 2: Study Up on Workflow and Automation Flashcards
The administrator at Ursa Major Solar created a process in Process Builder that sends email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts.
How can a Salesforce administrator troubleshoot this issue?
VERIFY THE USER’S EMAIL ADDRESS.
Make sure the user’s email address is in that support engineer’s user record, and thus receiving the notifications.
Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly.
Which queue should the administrator view to monitor pending actions?
PAUSED FLOW INTERVIEWS
The administrator would be able to monitor pending process actions in the queue.
Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case.
In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record?
Validation Rule> Assignment Rule> Auto-response Rule> Workflow Rule> Escalation Rule
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own.
What is the minimum number of workflows needed to accomplish this task?
TWO WORKFLOW RULES WITH ONE EMAIL ALERT EACH
Ursa Major Solar has created an automated approval process to quickly communicate and improve their customer service.
What are two final approval actions in an approval process?
ADD AN EMAIL ALERT.
SEND AN OUTBOUND MESSAGE.
Ursa Major Solar wants to assign a task automatically to account managers when a customer’s agreement is about to expire.
How should an administrator configure this functionality?
Create a time-based workflow on account with a rule criteria of Agreement End Date > TODAY().
An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts.
How can an administrator troubleshoot this issue?
Verify the user’s email address.
Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce.
How many of the board members can be added to a single email alert?
Up to 5 additional email addresses can be added to the email alert.
Quick Action
Quick actions can be objectspecific or global actions.
Only Create, Update, and Log a Call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action’s layout.
What do we need to keep in mind when deleting an Approval Process?
Before you delete an approval process, make sure it’s inactive. Delete pending approval requests that are associated with it, and remove them from the recycle bin.
